Disciplined Growth Investors Inc /MN
$5.9B 13F equity value
64 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Disciplined Growth Investors Inc /MN covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| PLXS | PLEXUS CORP COM | 1,440,935 | $433M | 7.3% |
| VSAT | VIASAT INC COM | 4,741,812 | $426M | 7.2% |
| P | EVERPURE INC CL A | 4,646,725 | $366M | 6.2% |
| GRMN | GARMIN LTD SHS | 1,326,832 | $315M | 5.3% |
| ANET | ARISTA NETWORKS INC COM SHS | 1,788,304 | $304M | 5.1% |
| CGNX | COGNEX CORP COM | 4,139,715 | $300M | 5.1% |
| EXE | EXPAND ENERGY CORPORATION COM | 2,346,927 | $214M | 3.6% |
| PRLB | PROTO LABS INC COM | 2,380,514 | $194M | 3.3% |
| AKAM | AKAMAI TECHNOLOGIES COM | 1,635,207 | $193M | 3.3% |
| DVN | DEVON ENERGY CORP NEW COM | 4,219,415 | $174M | 3.0% |
Track Disciplined Growth Investors Inc /MN's 13F portfolio: $5.9B in reported holdings, 64 positions. Top holdings and quarterly changes on SentiSense.
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